monday.com partnership
How we work with monday.com
unmatched expertise
Why we can work with you on the most complex projects.
As a certified monday.com Platinum and Delivery Partner, the Ability Ops team is able to handle the most complex builds and implementations, from custom workflows to cross-platform integrations. We offer full support (onboarding, training, automation, and even custom app development) to make sure each system is actually built around how your team works. Whether you’re replacing outdated tools or scaling fast, we design solutions that are clean, effective, and built to grow with you.
Simplify monday.com integration projects
Through our solution partners — Kixie for calling, Keragon for healthcare automation, and Tracket for precise time tracking — we offer powerful monday.com add-ons that work seamlessly with the tools your team already uses. These integrations make it easy to streamline communication, automate workflows, and manage time with accuracy, all without leaving your monday.com workspace.
We offer industry-leading solutions and expertise.
We deliver faster builds, smarter integrations, cleaner data, and lasting governance so your monday.com workspace works harder from day one and keeps delivering.
Implementations & onboarding
Collect patient information, track onboarding, and communicate with leads – all in a HIPAA-compliant CRM built for healthcare teams.
Data migration & quality
From Salesforce, legacy CRMs, or spreadsheets, we migrate clean, structured, trustworthy data from day one.
Advisory & optimization
Already on monday.com? We audit, optimize, and implement governance so your workspace stays organized and scalable.
Integration & interoperability
Direct EHR integrations? Absolutely. We connect monday.com directly to your Electronic Health Record (EHR) systems for seamless, compliant data exchange. Whether it’s Epic, Cerner, or other leading EHR platforms, we make your patient data flow securely between systems.
We also integrate with Salesforce — migrating and syncing data both ways — so your sales, service, and operations teams always work from a single source of truth.
Beyond that, we connect monday.com to ERPs, billing systems, scheduling tools, telephony, and data warehouses using native connectors, vetted add‑ons, or custom integrations.
demonstration
See for yourself how we help customers.
In this demo, we show HIPAA-compliant CRM systems that bring order to the chaos of intake, referrals, and patient onboarding. From tracking sources to automating assignments, everything is built to reduce bottlenecks and boost team productivity.
How we use monday.com
Strategic Planning
- Revenue cycle oversight and management
- Budget creation and tracking
- Forecasting for growth and resource needs
- Order and fulfillment management
Finance
- Billing and invoicing automation
- Integration with finance and accounting platforms
Healthcare
- Direct EMR/EHR integrations for seamless data flow
- Centralized patient and client management
- HIPAA-compliant workflows and record handling
- Actionable reporting and analytics for care operations
Operations
- Automated process management
- Benefits verification workflows
- Prior authorization tracking and approvals
Professional Services
- Referral tracking and partner management
- Customer and patient support workflows
- Streamlined patient intake processes
Ticketing
- Centralized request management
- Resource assignment and tracking
- Priority management for urgent items
- Scheduling and calendar coordination
Human Resources
- Recruiting pipelines and applicant tracking
- New employee onboarding programs
- Staffing and resource allocation tools
IT
- End-to-end workflow automation
- Service desk and technical support management
- Digital health solution tracking and integration
Ready to work with us?
Get in touch
today!
Let’s build smarter solutions together for teams that rely on monday.com.
Connect with us so we can deliver more value with expert support, innovative tools, and award-winning service together.
